EWA
PLGO

EverSource Wealth Advisors’s Pelagos Insurance Capital PLGO Stock Holding History

EverSource Wealth Advisors’s Portfolio PLGO Stock Details PLGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11K Buy
453
+111
+32% +$2.41K ﹤0.01% 2852
2026
Q1 		$6.54K Sell
342
-688
-67% -$13.2K ﹤0.01% 3136
2025
Q4 		$20.2K Buy
1,030
+312
+43% +$5.82K ﹤0.01% 2383
2025
Q3 		$13K Sell
718
-105
-13% -$1.75K ﹤0.01% 2669
2025
Q2 		$13.6K Buy
+823
New +$13.6K ﹤0.01% 2594
2025
Q1 		– Sell
-16
Closed -$290 – 4078
2024
Q4 		$290 Buy
+16
New +$297 ﹤0.01% 3355

Other funds holding PLGO

CPI
Crestview Partners III New York $237M AUM 59.17% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
TC
Travelers Companies Saint Paul, Minnesota $142M AUM 42.45% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $140M AUM 46.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CPI
Crestview Partners IV New York $485M AUM 83.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

EverSource Wealth Advisors's PLGO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Pelagos Insurance Capital (PLGO) stake by 32% in Q2 2026, buying an estimated $2.41K and bringing the position to 453 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2852.

EverSource Wealth Advisors first reported a position in PLGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.2K in Q4 2025. 190 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • EverSource Wealth Advisors held 453 shares of Pelagos Insurance Capital worth $11K as of Q2 2026.
  • EverSource Wealth Advisors bought 111 Pelagos Insurance Capital shares in Q2 2026, an estimated $2.41K.
  • Pelagos Insurance Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2852 holding.
  • EverSource Wealth Advisors first reported a position in Pelagos Insurance Capital in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Pelagos Insurance Capital position peaked at $20.2K in Q4 2025.
  • 190 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.